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Morgan Stanley
MS

Name Holding Trade Value Shares
Change 		Change in
Stake
SFFS
851
Stonehage Fleming Financial Services
Jersey
$867K +$68.6K +895 +9%
DWM
852
Dakota Wealth Management
Florida
$856K +$30.7K +400 +4%
TF
853
TLWM Financial
Texas
$849K +$20.3K +265 +2%
WT
854
Washington Trust
Rhode Island
$848K +$162K +2,120 +24%
LWM
855
Lyell Wealth Management
California
$848K +$196K +2,558 +31%
CA
856
Cetera Advisors
Colorado
$843K +$178K +2,324 +27%
CAN
857
Claraphi Advisory Network
United States
$843K +$832K +10,854 New
AWM
858
Altium Wealth Management
New York
$839K +$36.6K +477 +5%
SG
859
Stonnington Group
California
$837K +$766K +10,000 New
SCA
860
Snowden Capital Advisors
New York
$830K +$396K +5,171 +94%
RZH
861
Relyea Zuckerberg Hanson
Connecticut
$823K – – –
BP
862
Ballentine Partners
Massachusetts
$818K -$44.3K -578 -5%
ARMT
863
Amica Retiree Medical Trust
Rhode Island
$810K – – –
OIM
864
Orca Investment Management
Oregon
$801K – – –
ARTA
865
A.R.T. Advisors
New York
$799K +$788K +10,288 New
LIM
866
Longfellow Investment Management
Massachusetts
$798K -$1.18M -15,453 -60%
CPO
867
Cerity Partners OCIO
New York
$798K +$90.7K +1,184 +13%
NFC
868
Northeast Financial Consultants
Connecticut
$794K +$408K +5,324 +109%
BCM
869
Bourgeon Capital Management
Connecticut
$792K – – –
FWIA
870
Fort Washington Investment Advisors
Ohio
$787K -$71.9K -938 -8%
CIP
871
Cornerstone Investment Partners
Georgia
$787K -$1.99K -26 -0.3%
LWIC
872
Leith Wheeler Investment Counsel
British Columbia, Canada
$786K +$776K +10,121 New
EW
873
Evoke Wealth
California
$783K +$153K +1,993 +25%
BC
874
Bridgefront Capital
Texas
$783K +$773K +10,088 New
TMAM
875
Tokio Marine Asset Management
Japan
$780K +$132K +1,723 +21%
33 34
35
36 37